InterActive Legal vs Rocket Lawyer Estate Planning

InterActive Legal offers automated document drafting software for estate planning and elder law. Its product range covers wills, trusts, powers of attorney, health care documents, trust administration forms, agreements, and client communications. Essential Estate Planning is designed for clients of modest wealth, while Wealth Transfer Planning focuses on clients with significant wealth. Elder Law Planning addresses elder law and special needs planning. Firearms Trust Planning includes a single-grantor revocable NFA Trust and related ancillary documents. The online system runs in a browser and supports Chrome, Firefox, Safari, Chromium Edge, Brave, and Opera. It works in Windows, Mac, iOS, and Linux environments and has been tested on Android tablets. Documents are produced in .docx format, but the word-processing toolbar is supported only in Word for Windows. The Legacy installation requires a supported Windows version, Microsoft Word, and HotDocs Player. Online customer data is stored encrypted on AWS servers, and browser-to-server transfers use TLS 1.3 and SHA-256 encryption. Users may opt into multi-factor authentication using a third-party authenticator app. Pricing is available on request.

Rocket Lawyer Estate Planning helps people prepare documents for illness or loss, including a Last Will and Testament, Living Will, and Power of Attorney. Its questions are tailored to the user’s state, and its planning scope also includes trusts and beneficiary planning. Users can personalize, sign, share, and store documents. An AI legal assistant answers legal questions and can help identify documents that may fit a person’s needs. Members can send an attorney a question with relevant documents for a written response within one business day, or arrange a live 20-minute call. Standard costs $149 per year, Plus $249 per year, and Pro $349 per year; all include unlimited AI legal Q&A, contract reviews, documents, and e-signatures, with different allowances for attorney questions and live consultations. A 7-day trial is listed. The service is available on iOS and the web. Rocket Lawyer says it is not a law firm and does not provide legal representation; Legal Advice Sessions are provided by independent, licensed attorneys.